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Financial Advocates Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financial Advocates Investment Management’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27,683
Closed -$2.02M – 526
2025
Q2 		$2.02M Buy
27,683
+176
+0.6% +$12.7K 0.16% 126
2025
Q1 		$2.06M Sell
27,507
-2,445
-8% -$177K 0.14% 159
2024
Q4 		$2.1M Sell
29,952
-5,223
-15% -$377K 0.12% 174
2024
Q3 		$2.61M Sell
35,175
-48,762
-58% -$3.35M 0.15% 150
2024
Q2 		$5.45M Buy
83,937
+2,346
+3% +$152K 0.34% 62
2024
Q1 		$5.31M Sell
81,591
-1,004
-1% -$64K 0.31% 80
2023
Q4 		$5.11M Sell
82,595
-24,724
-23% -$1.49M 0.33% 70
2023
Q3 		$6.3M Buy
107,319
+3,951
+4% +$244K 0.45% 51
2023
Q2 		$6.49M Buy
103,368
+3,940
+4% +$247K 0.46% 49
2023
Q1 		$6.2M Sell
99,428
-8,170
-8% -$510K 0.45% 45
2022
Q4 		$6.88M Sell
107,598
-44,440
-29% -$2.76M 0.51% 41
2022
Q3 		$8.78M Buy
152,038
+22,022
+17% +$1.39M 0.72% 22
2022
Q2 		$8.06M Buy
130,016
+80,502
+163% +$5.21M 0.65% 23
2022
Q1 		$3.32M Sell
49,514
-559
-1% -$36.4K 0.22% 111
2021
Q4 		$3.44M Buy
50,073
+5,798
+13% +$373K 0.22% 113
2021
Q3 		$2.69M Buy
44,275
+4,779
+12% +$301K 0.18% 137
2021
Q2 		$2.41M Buy
39,496
+1,456
+4% +$88.3K 0.16% 154
2021
Q1 		$2.2M Buy
38,040
+1,833
+5% +$103K 0.16% 157
2020
Q4 		$2.02M Buy
36,207
+5,010
+16% +$275K 0.14% 170
2020
Q3 		$1.67M Buy
31,197
+21,671
+227% +$1.15M 0.14% 156
2020
Q2 		$467K Sell
9,526
-512
-5% -$25.2K 0.04% 372
2020
Q1 		$471K Sell
10,038
-54,504
-84% -$3.05M 0.07% 284
2019
Q4 		$3.77M Buy
64,542
+56,603
+713% +$3.25M 0.4% 62
2019
Q3 		$460K Buy
7,939
+17
+0.2% +$959 0.05% 305
2019
Q2 		$436K Sell
7,922
-46,935
-86% -$2.52M 0.05% 315
2019
Q1 		$2.89M Buy
54,857
+47,069
+604% +$2.36M 0.36% 74
2018
Q4 		$363K Buy
7,788
+792
+11% +$38.4K 0.05% 302
2018
Q3 		$346K Buy
6,996
+2,033
+41% +$100K 0.04% 355
2018
Q2 		$236K Buy
+4,963
New +$233K 0.03% 429

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's SPLV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 27,683 shares — an estimated $2.02M sold.

Financial Advocates Investment Management first reported a position in SPLV in Q2 2018 and held it in 29 quarters. The position peaked at $8.78M in Q3 2022. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 27,683 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $2.02M.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2018 and held it in 29 quarters.
  • Financial Advocates Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $8.78M in Q3 2022.
  • 729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.